To move a form to another FormSpace:

Link the form to data destinations in the target formspace. Any data destinations set to "auto-link" will be attached automatically.

In the "Documents" column, choose documents for each data destination to send. Each destination can send multiple documents. If the form already has a document attached to it, it will be added automatically. If it doesn't, documents in the target formspace will be available for selection.

Add Additional Documents. These are the documents that will be available for download in the Data tab of the portal, the Sent tab of the mobile app, and the API. Any documents that are set to "auto-link" will be in this list automatically.

Advanced Options

Action to perform on duplicate Data Sources, Documents and Form Images in Target FormSpace

When a form is moved/copied from one FormSpace to another, it will bring a copy of any connected resources (data sources, documents, form images) with it. This options controls what happens during this copy if there is already a resource with the same name in the target FormSpace.

Overwrite Target Resources: Copy any resources linked to the form into the target FormSpace. Replace any target FormSpace resources that have the same name. Note: This will affect all forms using these resources, not just the form being moved/copied.

Repoint Form to Target Resources: If resources in the target FormSpace have the same name as resources already linked to the form, the form will use those resources instead. No copy will be made.

Copy and Rename Original Resources: Copy any resources linked to the form into the target FormSpace. If these resources have the same name as existing resources in the target FormSpace, they will be renamed to avoid duplication.

Copy a Form

Note: When copying a form, existing links to destinations and documents will not be maintained in the copied version. You will need to set up these links manually.

To copy a form:

Navigate to the desired form.

Mouse over the dropdown beside the form name.

Select Copy.

Select the target formspace. This is where the copy of the form will be placed.

Link the copy to data destinations in the target formspace. Any data destinations set to "auto-link" will be attached automatically.

In the "Documents" column, choose documents for each data destination to send. Each destination can send multiple documents. If the form already has a document attached to it, it will be added automatically. If it doesn't, documents in the target formspace will be available for selection.

Add Additional Documents to download. These are the documents that will be available for download in the Data tab of the portal, the Sent tab of the mobile app, and through the API.

Advanced Options

Target Form

Create Form: Create a new form with the copy.

Create as New Version of an Existing Form: The form copy will become the newest version of the selected form.

Target Form Name/New Form Name

The name of the new form made from the copy, or the name of the target form to copy to.

Target State

Action to perform on duplicate Data Sources, Documents and Form Images in Target FormSpace

When a form is moved/copied from one FormSpace to another, it will bring a copy of any connected resources (data sources, documents, form images) with it. This options controls what happens during this copy if there is already a resource with the same name in the target FormSpace.

Overwrite Target Resources: Copy any resources linked to the form into the target FormSpace. Replace any target FormSpace resources that have the same name. Note: This will affect all forms using these resources, not just the form being moved/copied.

Repoint Form to Target Resources: If resources in the target FormSpace have the same name as resources already linked to the form, the form will use those resources instead. No copy will be made.

Copy and Rename Original Resources: Copy any resources linked to the form into the target FormSpace. If these resources have the same name as existing resources in the target FormSpace, they will be renamed to avoid duplication.